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Perspectives on Modern M&A Consultancy and Divestitures

Redefining M&A Consultancy and Approaches to Complex Transactions

An M&A Science Podcast

Hosted by Kison Patel

“In my model, there’s a consultant paired with functional leads, and that does two things: One, it allows the functional leads to be in more than one place at a time, because they can send their delegate to meetings. Two, as they work together the expertise that the consultant has is transitioned to the in-house resource.” 

On this Episode 

Kison speaks with Kelly Haggerty, who has over 15 years of experience managing acquisitions and divestitures. Before starting her own advisory firm, Nearco Transaction Advisors, Kelly led integrations and divestitures and authored M&A methodologies for top consulting firms and Fortune 500 companies. 

On this episode, Kison talks with Kelly about her experience as an M&A advisor and the lessons she’s learned regarding what makes a strong, efficient, and successful deal and how consultants can better prepare their clients for long-term success. They discuss common divestiture challenges as well as the strategies Kelly implements with her clients to overcome them. Kelly also shares her perspective on innovations in the industry and how they will impact approaches to M&A and deal management.

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Show Notes

00:00 - Introduction

1:55 - Largest Inefficiencies Facing the Industry and How to Approach Them

3:50 - Considerations that are Often Overlooked During Integration 

6:18 - Building Relationships Between Corporate Development and Integration Teams 

7:50 - Strategies for More Successful Deal Outcomes

11:50 - Issues with Traditional Consultancy Models

15:00 - Two-in-a-Box Model for M&A Consulting 

16:36 - Common Divestiture Challenges

22:05 - Challenges that Arise During Divestiture Execution 

23:40 - Tips for Overcoming Cultural Challenges During Divestitures 

24:28 - Developing a Predictive Model for Integration

27:40 - Identifying and Mitigating Key Cost Drivers

32:50 - When to Follow Deal Milestones 

36:00 - Common Mistakes M&A Practitioners Make

37:27 - Biggest Industry Innovations and Their Impact on M&A Strategies 

40:00 - Craziest M&A Experience

43:42 - Ending Credits 

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